BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$18M
3
+$11.9M
4
BKU icon
Bankunited
BKU
+$10.3M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$10.3M

Top Sells

1
+$21.7M
2
+$15.5M
3
+$13.1M
4
F icon
Ford
F
+$12.7M
5
WFM
Whole Foods Market Inc
WFM
+$9.49M

Sector Composition

1 Financials 17.28%
2 Healthcare 13.75%
3 Technology 11.2%
4 Industrials 9.84%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.71M 0.06%
32,512
+2,520
302
$1.7M 0.06%
14,211
-6,316
303
$1.69M 0.06%
29,543
-374
304
$1.68M 0.06%
+20,990
305
$1.68M 0.06%
38,810
+19,523
306
$1.66M 0.06%
30,668
-6,662
307
$1.66M 0.06%
50,058
-1,032
308
$1.64M 0.06%
12,515
-2,895
309
$1.64M 0.06%
+46,000
310
$1.62M 0.06%
40,469
-64
311
$1.62M 0.06%
167,503
-1,146
312
$1.62M 0.06%
33,536
-22,942
313
$1.59M 0.06%
127,642
+79,072
314
$1.57M 0.06%
+39,625
315
$1.56M 0.06%
26,754
+1,014
316
$1.56M 0.06%
+167,470
317
$1.53M 0.06%
50,380
-509,740
318
$1.5M 0.06%
34,719
+3,422
319
$1.48M 0.06%
13,587
-1,330
320
$1.48M 0.06%
+19,024
321
$1.47M 0.06%
65,779
+38,301
322
$1.45M 0.05%
36,540
-26,599
323
$1.43M 0.05%
19,827
+790
324
$1.42M 0.05%
+45,465
325
$1.41M 0.05%
31,450
+1,160
11 12
13
14 15